Position in WSM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,789,275
+$499,473 QoQ
Shares Held
7,676
+8.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#381
of 1,001 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSM Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Horizon Investments, LLC holds $20,721,099 across 10 Specialty Retail names. WSM ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUSA |
Murphy USA Inc.
|
13,943 | $7,513,464 | |
| 2 | FIVE |
Five Below, Inc
|
30,111 | $5,413,656 | |
| 3 | ULTA |
Ulta Beauty, Inc.
|
5,358 | $2,416,350 | |
| 4 | WSM |
Williams Sonoma Inc
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|
7,676 | $1,789,275 | |
| 5 | BBWI |
Bath & Body Works, Inc.
|
47,181 | $1,091,296 | |
| 6 | SBH |
Sally Beauty Holdings, Inc.
|
60,213 | $851,411 | |
| 7 | TSCO |
Tractor Supply Co /De/
|
18,580 | $587,313 | |
| 8 | BBY |
Best Buy Co Inc
|
7,018 | $532,525 |
All Filings in WSM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,789,275 | 7,676 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,289,802 | 7,074 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,093,506 | 6,123 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,330,232 | 6,806 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $787,116 | 4,818 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $279,520 | 1,768 | Shares | Sole | 2025-05-13 | |
| 2024-06-30 | $2,258 | 8 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,540 | 8 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,008 | 5 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $375 | 3 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||